Civic Intelligence

Sigma Phi Society

990 • Fiscal year 2017 • EIN 13-5392442

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization Profilewww.sigmaphi.org
PO Box 57417Tucson, AZ 85732

(520) 777-3055

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.14x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-7.7%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)7 • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-23%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

67th percentile

8.4%

Faster revenue growth than 67% of similar nonprofits.

2017 filings • 501(c)7 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$256,463

Down $76,415 (-23%) from 2016

Net Assets

Down

$232,440

Down $96,130 (-29%) from 2016

Liabilities

Up

$24,023

Up $19,715 (+458%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin21st percentile

Revenue

Up

$172,775

Up $13,363 (+8.4%) from 2016

Expenses

Down

$186,057

Down $7,801 (-4.0%) from 2016

Net Income

Up

-$13,282

Up $21,164 (+61%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $295,030Liabilities 2010: $6,001Net Assets 2010: $289,0292010Assets 2011: $314,665Liabilities 2011: $3,534Net Assets 2011: $311,1312011Assets 2012: $301,520Liabilities 2012: $9,629Net Assets 2012: $291,8912012Assets 2013: $415,929Liabilities 2013: $11,242Net Assets 2013: $404,6872013Assets 2014: $443,538Liabilities 2014: $8,930Net Assets 2014: $434,6082014Assets 2015: $341,619Liabilities 2015: $8,930Net Assets 2015: $332,6892015Assets 2016: $332,878Liabilities 2016: $4,308Net Assets 2016: $328,5702016Assets 2017: $256,463Liabilities 2017: $24,023Net Assets 2017: $232,4402017Assets 2018: $224,095Liabilities 2018: $4,410Net Assets 2018: $219,6852018Assets 2019: $272,359Liabilities 2019: $5,666Net Assets 2019: $266,6932019Assets 2020: $220,630Liabilities 2020: $5,189Net Assets 2020: $215,4412020Assets 2021: $257,845Liabilities 2021: $2,291Net Assets 2021: $255,5542021Assets 2022: $223,217Liabilities 2022: $1,000Net Assets 2022: $222,2172022Assets 2023: $243,718Liabilities 2023: $1,000Net Assets 2023: $242,7182023Assets 2024: $246,630Liabilities 2024: $1,000Net Assets 2024: $245,6302024

Highlighted filing

2017

Assets$256,463
Liabilities$24,023
Net Assets$232,440
Open 2017 Filing

Operations Trend

Revenue Growth67th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2010: $92,9172010Expenses 2011: $79,2392011Revenue 2012: $62,292Expenses 2012: $89,751Net Income 2012: -$27,4592012Revenue 2013: $94,261Expenses 2013: $85,257Net Income 2013: $9,0042013Revenue 2014: $74,029Expenses 2014: $77,735Net Income 2014: -$3,7062014Revenue 2015: $148,823Expenses 2015: $156,824Net Income 2015: -$8,0012015Revenue 2016: $159,412Expenses 2016: $193,858Net Income 2016: -$34,4462016Revenue 2017: $172,775Expenses 2017: $186,057Net Income 2017: -$13,2822017Revenue 2018: $135,541Expenses 2018: $128,486Net Income 2018: $7,0552018Revenue 2019: $130,680Expenses 2019: $97,570Net Income 2019: $33,1102019Revenue 2020: $43,136Expenses 2020: $105,933Net Income 2020: -$62,7972020Revenue 2021: $79,892Expenses 2021: $64,475Net Income 2021: $15,4172021Revenue 2022: $104,388Expenses 2022: $122,167Net Income 2022: -$17,7792022Revenue 2023: $112,777Expenses 2023: $110,919Net Income 2023: $1,8582023Revenue 2024: $83,106Expenses 2024: $86,052Net Income 2024: -$2,9462024

Highlighted filing

2017

Revenue$172,775
Expenses$186,057
Net Income-$13,282
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.2
Gross Receipts
$249,393
Mission and Program Overview

Mission

Education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$328,570$232,440▼ $96,130
Investments in Publicly Traded Securities$299,680$158,495▼ $141,185
Cash and Non-Interest-Bearing Accounts$22,380$5,353▼ $17,027
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Accounts Receivable$-3,085$-2,335▲ $750
Total Assets$332,878$256,463▼ $76,415
Other Assets Total$13,903$94,950▲ $81,047
Liabilities
Other Liabilities$4,308$24,023▲ $19,715
Total Liabilities$4,308$24,023▲ $19,715
Net Assets / Fund Balance
Total Net Assets Fund Balance$328,570$232,440▼ $96,130
Total Liabilities and Net Assets / Fund Balance$332,878$256,463▼ $76,415

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$150--
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Brendan MccurdyChairman
Moses CesarioVice Chairman
George SyropDirector
Ronald LackeyGeneral Counsel
Brannum ForsythSecretary
Robert GuthrieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,557
Program Service Revenue
$85,164
Investment Income
$17,054
Other Revenue
$0
All Other Contributions
$23,232
Change in Net Assets
$-13,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$186,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$74,831
Travel---$29,000
Fees for Services Accounting---$10,565
All Other Expenses---$5,556
Other Expenses---$4,732
Office Expenses---$2,335
Fees for Services Legal---$1,369
Fees for Services Other-$483-$483
Total Functional Expenses$0$483$0$186,057
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Thorsen House Liability$21,623
Sigma Phi Ed Found$1,400
Vermont Educational Foundation$1,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Sigma Phi Society
EIN
13-5392442
Phone
5207773055
Address
PO Box 57417, Tucson, AZ 85732

Signing Officer

Name
Robert Guthrie
Title
Treasurer
Signed
2018-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1827
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
David Oase CPA PC
Address
7802 E Escalante, Tucson, AZ 85730
Preparer
Chad D Denson
Phone
5207902738
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0186057
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04308
IRS990/TotalLiabilitiesEOYAmt024023
IRS990/TotalLiabilitiesGrp/BOYAmt04308
IRS990/TotalLiabilitiesGrp/EOYAmt024023
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0328570
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0232440
IRS990/TotalProgramServiceRevenueAmt085164
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102218
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0172775
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0332878
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0256463
IRS990/TravelGrp/TotalAmt029000
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.sigmaphi.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Guthrie
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sigma Phi Society
ReturnHeader/Filer/BusinessNameControlTxt0SIGM
ReturnHeader/Filer/EIN0135392442
ReturnHeader/Filer/PhoneNum05207773055
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 57417
ReturnHeader/Filer/USAddress/CityNm0Tucson
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085732
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860645419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David Oase CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07802 E Escalante
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085730
ReturnHeader/PreparerPersonGrp/PhoneNum05207902738
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chad D Denson
ReturnHeader/ReturnTs02018-11-09T11:48:38-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$256,463
Liabilities
$24,023
Net assets
$232,440
Revenue
$172,775
Expenses
$186,057
Net income
-$13,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$0.83$0.86$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.01$2.43$1.13$1.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.01$2.22$1.04$1.22$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.02$2.56$0.80$0.64$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.05$2.15$0.43$1.06$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.06$2.67$1.31$0.98$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.04$2.20$1.36$1.28$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.24$2.32$1.73$1.86$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.33$0.04$3.29$1.59$1.94$0.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.09$3.33$1.49$1.57$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.44$0.09$4.35$0.74$0.78$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.11$4.05$0.94$0.85$0.09
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.10$2.92$0.62$0.90$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.04$3.11$0.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.06$2.89$0.93
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)7 • <$500k nonprofits